Brian Lee Turbeville

Charles Schwab & Co., Inc.

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Current Employers

Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-02-07

TX RA
APPROVED

Since 2025-02-07

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	01/2020	04/2022
Capital One Bank	Washington	DC	01/2016	01/2020
Td Ameritrade	Potomac	MD	04/2022	05/2024
Charles Schwab & Co. Inc.	Potomac	MD	04/2022	Present
Td Ameritrade Investment Management, Llc.	Potomac	MD	05/2022	09/2023

01/2020 → 04/2022

Edward Jones

St Louis, MO
01/2016 → 01/2020

Capital One Bank

Washington, DC
04/2022 → 05/2024

Td Ameritrade

Potomac, MD
04/2022 → Present

Charles Schwab & Co. Inc.

Potomac, MD
05/2022 → 09/2023

Td Ameritrade Investment Management, Llc.

Potomac, MD

Previous Registrations

2022-05-18 → 2023-09-07

Td Ameritrade Investment Management, Llc

Potomac, MD
2022-05-18 → 2022-10-14

Td Ameritrade, Inc.

Potomac, MD

Gaithersburg, MD

Bethesda, MD

Omaha, NE
2020-06-29 → 2022-04-12

Edward Jones

Rockville, MD

Rockville, MD

Rockville, MD

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-26

S66 Uniform Combined State Law Examination

2020-06-26

Designations

Other Names

Brian Lee Turbeville
Brian Lee Turbeville
Brian L Turbeville

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

ADVISOR RESOURCE COUNCIL

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB INVESTMENT MANAGEMENT, INC

Other Investors

MATTHEW R MCMANUS

VICTOR MURDAUGH WHITE

JACOB BRANDON KINNARD

MICHAEL D FRANTZ

BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX

STRATEGIC ADVISERS LLC · WESTLAKE, TX

FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX

EDWARD JONES · Westlake, TX

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX

LPL FINANCIAL LLC · TROPHY CLUB, TX

ADVISOR RESOURCE COUNCIL · Trophy Club, TX

EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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